Olive Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$83,869,039
Total clients
54
69% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
27
Average account size
$1,553,130
About
Olive Wealth Management is a small, supported registered investment adviser managing roughly $83.9 million for about 54 clients and serves individuals, high‑net‑worth clients, small businesses, trusts and both qualified and non‑qualified retirement plans. The firm provides discretionary portfolio management, integrated financial planning (included in advisory fees) and a separate qualified retirement‑plan consulting service.
The firm constructs highly diversified, global asset‑class portfolios that are periodically rebalanced with an explicit focus on tax efficiency and minimizing implementation costs, applying modern portfolio theory and fundamental analysis in its process. It draws on third‑party research and tools — including Dimensional Fund Advisors’ Returns Web/Fund/Model Center — for fund selection and portfolio implementation.
Distinctive aspects include held‑away account services that actively monitor and place trades in 401(k) accounts, 529 plans and variable annuities, plus an explicit 401(k) consulting program with its own fee schedule. The adviser operates with a very small team and enforces a $1,000,000 account minimum (waivable in certain circumstances), indicating a client base oriented toward consolidated, higher‑value relationships and more direct advisor access.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% $0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.85% $5,000,000 - $10,000,000: 0.40% $10,000,000+: 0.30%
Account minimum: $1,000,000 Fee-only: Annual fees as per tiered schedule; no commissions charged.
Main office location
Olive Wealth Management
1333 Heights Boulevard, Suite 101
Houston TX 77008, United States
Number of offices
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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